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Best financial advisors in New Summerfield, TX

Registered advisers within 25 miles of New Summerfield, TX.

Offices
76
Firms
36
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,523,194 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
AWM CAPITAL, LLC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
BISONWOOD FINANCIAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
HORACE MANN INVESTORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SIGNAL SECURITIES, INC.
LPL FINANCIAL LLC
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
LEGACY GROUP
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC

Investors

Robin Carroll Cromer
ALFORD ALAN FLANAGAN
TRAVIS GLYN BEARDEN
James R Holloway
Joe Collin Clark
TRAVIS C CHICK
STACY JEAN HAYES
NORMAN TODD COATES
JASON DAVID TRAFF
DAVID LEE TRAFF
YVETTE LUISA BRUNETTE
PATRICK BUTLER STOKES
ROBERT GARY RENICKER
Mason James Hurt
JUSTIN PAUL PARKER
KATHRYN COLLIE DIDUCH
BILLIE CAROL PETTEY
Carol Diane Dillingham
Christopher Cory Hazelip
Chris Coalby Hazelip
Shawn Thomas Wildt
MICHAEL WAYNE EVANS
ELIZABETH ANNE GETER
JOHN CALVIN OBERG
THOMAS J MATHIS
JONATHAN MICHAEL HILL
Ana Karen Delgadillo
Christina A Swallows
KIMBERLY KAY MCCLURE

Within 25 miles of New Summerfield, TX, Best Investors lists 36 registered investment advisory firms with 76 offices nearby, managing about $10.1T in combined regulatory AUM across 1,523,194 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in New Summerfield

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM